Jeffrey Nova is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2017. Outside of his advisory role, he is a co-owner of RBMG MFG, a manufacturing business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

David Fox is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, supported by standardized planning tools and research from its Global Investment Committee.

Jeremy Wozunk is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Bank of America, Laurel Oak Wealth Management, Ameriprise, Northwestern Mutual, and involvement with entrepreneurial ventures such as Germ-nix Enterprises LLC and Top Dog Fitness. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies developed by internal and third-party managers. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Lenz is a financial advisor with LPL Financial, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, MetLife Securities, and MetLife. He is also involved in selling non-variable insurance products such as group health, term, and universal life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Zachary Goldberg is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Goldberg holds a Series 66 designation and is based in Boca Raton, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Christine Henry is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at Ameriprise Financial Services and Stifel Nicolaus & Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations, offering a variety of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles, supported by RBC's extensive capital-markets capabilities.

Ivan Iglesias Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wachovia Bank, N.A., and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Terry Whitmore is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1993 and has been with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Levin is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory work, Levin serves as secretary on the board of the Saul and Theresa Esman Foundation and owns a sports memorabilia business that sells items on eBay. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Justin Jacobs is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools.

Michael Fortuna is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment outlook models.

Andrew Friedman is a CFP® with 29 years of industry experience, currently affiliated with Morgan Stanley in Coral Springs, FL. His prior work includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Anthony Polimeni is a financial advisor at RBC Capital Markets based in Boca Raton, FL, with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and City National Bank. Outside of his advisory role, he serves on the finance committee of Saint John Paul II Academy, assisting with the school's annual budget. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Louis Cavallo Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2018, following a year at Camelot Wealth Management Partners and three years at the University of Florida. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.

Charles Dowds III is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 35 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as a trustee and acts as an agent in life settlements and various insurance lines. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, with a focus on collaborative, ongoing client relationships.

Elsie Metzl is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and bringing 34 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she serves as a trustee for a family trust account established for a minor’s education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools.

Marc Infante is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Infante serves on the boards of Broward 211 and the Boys and Girls Club of Broward County, where he is the immediate past chair. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Laura O'Donnell is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes 16 years at Merrill before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client planning.

David Price is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and operates his own insurance brokerage specializing in disability, life, accident, health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Carlos Rocha is a Series 66-licensed financial advisor with J.P. Morgan Securities in Boca Raton, FL, bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.